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JGRW TRUST FOR PROFESSIONAL MANAG

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JENSEN QUALITY (fund)

16 managers (16 13F filers) reported a position in JGRW shares at 2024-12-31, 2,004,272 shares in all. 12 filers opened a position and 0 filers sold out during the quarter.

Managers
16
13F filers
16
New
12
Added
2
Reduced
0
Sold out
0
Shares held by filers
2,004,272

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Legacy Advisors, LLC1,721,881$44.6M4.33%+1,690,39413F-HRTimeline
DMKC Advisory Services, LLC74,119$1.92M1.74%13F-HRTimeline
SOL Capital Management CO46,520$1.21M0.13%new13F-HRTimeline
Hamilton Point Investment Advisors, LLC46,145$1.2M0.22%+28,71313F-HRTimeline
HighTower Advisors, LLC32,842$851K<0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS21,473$556K<0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC14,077$365K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…11,899$308K0.03%new13F-HRTimeline
Snowden Capital Advisors LLC11,788$305K0.01%new13F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA9,625$256K0.01%new13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…9,000$233K0.25%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,713$122K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.100$2.6K<0.01%new13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG71$1.84K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.19$493<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.